Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01326944 ↗ ServiceMax

MIDMARK • Preventive Maintenance • P4

📍 Bowling Green Veterinary Clinic — 1230 Business Highway 61, BOWLING GREEN MO, 63334

Dec 17, 2025 → Jan 5, 2026

✅ Completed
P4 4 business days from creation
Target: Dec 23, 2025
🕐 Clock stopped: Completed (Jan 5)
✗ SLA Missed (13d late)
Dispatch 0.0d
Material Management 0.1d
Coordinators 16.0d
Field Work 0.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
0.1 days
Coordinators
16.0 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Dec 17, 2025 Due: Dec 26, 2025 Completed: Jan 5, 2026 (9 days late)
📅
14.0 days Total Age
⏱️
8.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
14.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00552253
Midmark Service Request Dispatch Authorization - WO-00137948
Closed
Zone 2 PM Service Requirements: Tech needs to watch the training video ( https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site. Tech to follow the checklist that is sent in the PM Kit. Tech needs to show up on site with the proper supplies (including distilled water). Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. Ship Exchanged Open 744630 002-10251-00 1.00000
Priority
Standard
Origin
Email
Reason
New Case
Contact
Riley Whitebread
Owner
Jessica Sells
Created
Dec 16, 2025
Work Orders from this Case (1)
WO-01326944 (current) Invoiced
Preventive Maintenance • Kevin Cox
Created: Dec 17, 2025 • Closed: Jan 5, 2026
Completed with significant delays
Invoiced • 148 days old
🚨
Primary Delay 8.0 days stuck in "Assigned"
⏱️
Total Delay 14.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
2.1d / 1.0d SLA
Awaiting Parts - Customer
0.1d
Assigned
8.0d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Closed
2.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/29 KKelch called Riley to schedule for 12/31 between 12 and 2 pm. She let me know that they are only open half a day on the 31st, I offered 1/5 between 9 and 11 am. Customer confirmed. 

12/26 KKelch called Riley to schedule for 12/31 between 12 and 2 pm. Left VM. 

12/18/2025jsells

Ship To Name: Bowling Green Veterinary Clinic Ship To Address: 1230 Business Highway 61 Ship To City/State: BOWLING GREEN, MO 63334 Waybill (Tracking #): 1ZE444250371712051 Carrier: UPS-Parcel-Ground The following items have shipped from Midmark Corporation on: 18-DEC-2025 LINE NO: 1.1 QTY: 1 ITEM: 002-10251-00 SERIAL #: DESCRIPTION: M11 PERIODIC MAINTENANCE SERVICE


12/17/2025jsells

called Riley to give the work order number and that a coordinator will call them to schedule the shipment, parts are shipping

🔧 Work Performed
Pm completed
🔍 Technician Findings
No issue found
⚠️ Problem Description
Zone 2 PM Service Requirements: Tech needs to watch the training video ( https://www.youtube.com/watch?v=U-Pk5zkW0ug) prior to them going on-site. Tech to follow the checklist that is sent in the PM Kit. Tech needs to show up on site with the proper supplies (including distilled water). Tech needs to submit to Midmark completed/signed checklist. Tech should also leave a copy of completed checklist with Customer. Ship Exchanged Open 744630 002-10251-00 1.00000
📄 Description
Midmark Model M11 (Series) Self Contained Steam Sterilizer (Includes ALL M11 Models)

Timeline

📞
Case Linked Dec 16, 4:03 PM
Case Number: 00552253
Subject: Midmark Service Request Dispatch Authorization - WO-00137948
Status: Closed
📋
2 Work Order Created Dec 17, 9:06 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 3m
👷
2 Technician Assigned Dec 18, 9:08 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Awaiting Parts - Customer
Duration in Previous: 23h 58m, 0m
📅
Status: Ready for Scheduling by Jessica Sells Dec 18, 10:17 AM
From: Awaiting Parts - Customer
To: Ready for Scheduling
Duration in Previous: 1h 8m
👷
2 Technician Assigned Dec 18, 10:49 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 31m
⚠️ 8.0 business days
📅
2 Dispatch Scheduled Dec 29, 11:15 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 11d 0h
⚠️ 6.0 business days
🔧
Status: Tech On Site by Kevin Cox Jan 5, 12:02 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 0h
⏱️
2x Labor Added Jan 5, 1:29 PM
Type: Labor, Travel
Status: Open
Qty: 1.3333333333333, 70
⏱️
2 Labor Added Jan 5, 1:59 PM
Labor Added → Status: Completed
✔️
Status: Completed by Kevin Cox
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 57m, 0m
3.0 business days
📄
2 Status: Ready to Bill Jan 7, 1:11 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
3.0 business days
🧾
Invoice Created Jan 11, 10:32 PM
Invoice Number: SM-250700

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 8.0 business days (threshold: 4.0 business hours)
Exceeded by 7.5 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days

🔗 Related Artifacts

📞
Case 00552253
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P4
Type
Preventive Maintenance
Branch
N/A
Technician
Kevin Cox
Scheduled
Jan 5, 10:00 AM
Created
Dec 17, 9:06 AM
Invoice #
SM-250700

Work Details (3)

Name Type Status Qty Amount Date
WL-03053626 Labor Open 1.3333333333333 $0.00 Jan 5, 1:29 PM
WL-03053627 Travel Open 70 $110.00 Jan 5, 1:29 PM
WL-03053674 Labor Open 2 $240.00 Jan 5, 1:59 PM

Details